Equine Financial Benchmark

Our Goal

In 2012, Trinity Portfolio Advisors created a comprehensive set of financial statement benchmarks. Our goal is to update and revise those benchmarks using current and live financial data. This study will provide the equine veterinary industry with a current and applicable financial standards with which fellow members can compare their practices’ performance.

We, at Trinity Portfolio Advisors, believe in keeping score and this study is our contribution to the equine veterinary industry.

Scope of Work

The scope of this study is to aggregate and analyze over $100 million in equine practice revenues in order to accurately denote the existing relationships between revenues, expenses, profitability, as well as certain capital expenditure and profit distribution trends.

Should you choose to participate, we will use your anonymized data along with many other practices to prepare an aggregated financial statement representing the equine industry.

Our Promise

Trinity Portfolio Advisors will hold all of your financial data in strict confidence. While we will use your financial data to develop a new set of financial benchmarks, we will remove any and all identifying information and only use your numbers in combination with many of your fellow equine practices. Click here to view a copy of our Unilateral Non-disclosure Acknowledgement.

Once our study is complete, you will be among the first to receive our completed report, free of charge.